Business Services has created Finance Foundations at Macalester as a resource for anyone working with money at Macalester. You will find these lessons are self-paced and will provide a guide how to make payments, receive reimbursements, categorize expenditures and how to navigate other business service processes.
Financial Reporting Resources
Pcard Resources
Marketplace Resources
Grants Accounting Resources
Systems
| Description | Quick Reference Resources | |
|---|---|---|
| Access to Finance Reports — Argos | To gain access to Finance Reports, Argos, you must complete approval form and have it signed by your manager. | Finance Access and Approval |
| Argos | Reporting interface to Banner. Easy interface and provides reports in PDF format to print, save or download. | Access to Argos Financial Reports— using Google Chrome, Firefox or IE Go to Argos Reports
ITS information: ITS information about Argos access Access Argos off-campus ITS information about Off-campus access |
| 1600grand | 1600grand is the gateway to many Macalester resources, including access to Banner Finance information. | 1600grand portal (Will require your Macalester log-in) |
| Banner | Banner is the Enterprise Resource Planning (ERP) system that Macalester uses to link functions and share data between campus departments. Banner Finance is the financial information module. |
Financial Reporting Resources via Argos
For in-person individual or small group training, please contact, Aimee Baxter, [email protected] or 651-696-6696.
| How Do I? | Quick Reference Resources |
|---|---|
| Where can I find the information I need in Argos? | Which Report to Use in Argos? (PDF) |
| Find out general information about how to access Argos and navigate? | Financial Systems Reporting Quick Reference (PDF) |
| Where can I find what the FOAPAL means? When does the Fiscal year start and end? What are the document codes? What are the keys to the Accounting codes? | Accounting Cheat Sheet (gDoc) |
| Help me find my 100000 fund balance and transactions by Budget Year. | Budget and Transaction Fiscal Year Bound Step-by-Step Guide |
| Help me find a transaction by date range for my 100000 fund (not bound by Budget year). | Transaction by Date Range Step-by-Step Guide |
| Help me find a transaction by date range for my Grant. | Grant Transaction by Date Range Step-by-Step Guide |
| How can I track my transactions between the purchase and when they appear in Argos/Banner? | Gap Log (XLSX) |
| How do I create an offline financial chart to analyze my budget? | Offline Financial Charts to Analyze Budget (PDF) |
| How can I access Argos off campus? | Access Argos off-campus ITS information about Off-campus access |
Pcard Resources
| Description | Quick Reference Resources | |
|---|---|---|
| Visit the Pcard webpage for training resources and FAQs | Macalester Pcard website |
Accepting Payments
| Description | Quick Reference Resources | |
|---|---|---|
| Online/Remote and In-person payments | Business Services provides solutions for accepting payments for Macalester sponsored events and activities. These solutions ensure that the customer’s data is secure, as well as, providing useful order/sales data. | Go to more information about Accepting Payments |
Grants Accounting Resources
| Description | Quick Reference Resources | |
|---|---|---|
| Website | The Grants Accounting website connects Principal Investigators (PI’s) and Project Directors (PD’s), and administrators involved in grant financial management with many valuable tools and resources. | Macalester Grants Accounting |